more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. ♪ [ male announcer ] the exceedingly nimble, ridiculously agile, tight turning, fun to drive 2013 smart. ♪ >>> scott nations joins us from the futures pits in chicago. i watched and read a lot of commentary, scott, yesterday about that move in the averages down. and it's turning in to a little bit of a trend here. and the in an analysis was that earnings even though we knew they were going to be can disappointing or at least people said they were going to be disappointing, that we've said that so many times for the past five quarters or six quarters that people thought it was crying wolf. and eshings would not be disappointing. but now with the few that have come out so far and the china concerns, people are starting to say, you know what, there is an air pocket. it's ahead of itself based on where companies are reporting earnings and it's up there because of qe-3. >> i think you're right. i think you mentioned actually the really important name and that is cummings,